ANNUAL REPORT of PHILANTHROPY 2018–19 TABLE of CONTENTS A Message from the Chancellor ..............................1 A Message from the Chancellor A Message from the Vice Chancellor ................... 3 The Year in Numbers ............................................... 4 What an exciting time for Berkeley. Builders of Berkeley ................................................. 6 Community of Donors: Giving Highlights ........ 13 This past fiscal year, we closed out the celebration of Berkeley 150, our sesquicentennial. We UC Berkeley Achievement Awards 2019 ........... 38 completed a strategic plan that will guide our direction for the next decade. And we eliminated UC Berkeley Foundation our $150 million structural deficit: our budget is balanced. Board of Trustees 2018–19 .................................... 40 These victories evoke a sense of freedom, an emotion very much reflected on the cover of this Annual Report of Philanthropy: a hardy peregrine falcon, once on the brink of extinction, in flight above its 307-foot home, the Campanile. One of a pair whose second set of chicks fledged last spring, the noble falcon and its family stole the hearts of the campus community and people around the world on social media. With renewed confidence we now look to the future. Our comprehensive strategic plan guides us toward fulfilling three aspirational pillars: empowering our students and faculty to change the world; discovering innovative solutions to society’s grand challenges; and embracing the California spirit that is fueled by inclusion, entrepreneurial activity, and diversity of every sort. The strategic plan is already driving changes in the undergraduate experience that will improve the support and academic counseling we provide and put discovery and creative expression at the very center of our students’ academic lives. As the fiscal year ended, so too did our structural deficit. While painful cuts played a role, new revenues — including your generous philanthropic support — accounted for the bulk of our budgetary improvement. Thanks to you, we have had two consecutive, record-breaking years of philanthropy that brought in an impressive total of $1.2 billion, setting the stage for the upcoming launch of Berkeley’s most ambitious fundraising campaign to date. Berkeley’s story is one of resilience, of constant evolution driven by resourcefulness and imagination. Peregrine falcons have made a remarkable comeback in You are an important part of our story, and I am so grateful for your partnership. recent decades. One mighty pair now lives atop the Campanile and is growing their family. Five chicks have fledged over the Like the peregrine falcon, together we can achieve greater heights in the days ahead. past two springs. Thanks to a successful crowdfunding effort, the university purchased a webcam, giving bird enthusiasts and This is a condensed version of UC Berkeley’s 2018–19 Annual Report of Philanthropy, researchers worldwide the ability to watch their behaviors in which provides highlights of the impact of real time. Photos by Maria Garcia Alvarez. Carol T. Christ private philanthropy at Berkeley. Chancellor 1 A Message from the Vice Chancellor Backed by your generous support, Berkeley set an all-time fundraising record. In 2018–19, we raised $635 million, thanks to a record 117,315 gifts from 66,234 donors. The trends behind the numbers tell the story of shared success across numerous giving levels. I would like to call out just a few highlights. • Berkeley received nine gifts or pledges of $10 million or more, which accounted for $186.2 million of the total. This was a 57 percent increase in the same giving band over the prior year. • Some 86 percent of all donors last year gave up to $1,000, numerically accounting for the great base of our support. This is very encouraging and lays a strong foundation for future giving. • Among alumni, we saw an increase of 16 percent in first-time donors. • Among Cal parents, we had an increase of 27 percent in first-time donors. A good comparison: 4,654 donors were Cal parents in 2015. By 2019 that number went up to 6,528 donors. • The campus’s annual day of giving — Big Give — focused on increasing participation this year. We exceeded our goal of 10,000 gifts by nearly 4,000. The number of donors increased 26 percent overall, new donors jumped 46 percent, and new student donors by 26 percent. The bigger story, of course, goes well beyond the numbers. It’s in the lives of our students and faculty who are immeasurably affected by your support. In so many human and impactful ways, your generosity is helping Berkeley fulfill its public mission. Thank you for all that you do to ensure that Berkeley remains a university of great distinction committed to the public good. As part of Golden Bear Orientation, a week of training sessions, ice breakers, tours, and academic programming, thousands of Julie M. Hooper, CFRE new students gathered at California Memorial Stadium in August Vice Chancellor, University Development and Alumni Relations 2018 to form a giant “150” in celebration of Berkeley 150, President, UC Berkeley Foundation the university’s sesquicentennial. Photo by Doug Wilson. 2 3 The Year in Numbers The Year in Numbers $4,831 $634.9 Campus Giving by Area 2018–19 Sources of Private Funds 2018–19 117.3 $4,638 Administrative and Finance 17,734 Alumni 25.8% 163,680,357 $569.0 Berkeley Art Museum • Pacific Film Archive 16,705,045 Parents, Faculty, Staff, Students, and Friends 8.3% 52,770,838 Campus-Related Organizations 0.6% 4,079,142 $4,298 Cal Alumni Association 5,448,036 108.6 Corporations 14.9% 94,674,585 Cal Fund/Cal Parents Fund 3,326,234 $4,003 105.4 Foundations 44.6% 283,356,343 Cal Performances 4,624,921 $3,836 $479.1 Other Sources 5.7% 36,337,065 $470.3 Chancellor’s Office 6,363,367 99.8 Total 100.0% $634,898,330 $462.5 College of Chemistry 31,868,772 95.4 College of Engineering 79,506,503 College of Environmental Design 4,928,786 College of Letters & Science 101,434,271 College of Natural Resources 18,799,326 Data Science 1,692,858 Equity and Inclusion 9,156,514 Goldman School of Public Policy 6,498,795 Graduate Division 4,614,207 67.1 67.1 66.4 Graduate School of Education 3,723,123 65.3 63.4 Graduate School of Journalism 3,768,176 Haas School of Business 28,658,396 Intercollegiate Athletics 37,868,116 International House 1,040,829 Library 12,069,645 Outside Support Groups 402,085 Pending Designation 13,370,241 Provost’s Office 25,889,776 Research 147,577,830 15 16 17 18 19 15 16 17 18 19 15 16 17 18 19 15 16 17 18 19 School of Information 927,542 School of Law 22,627,770 Market Value of Total Number of Donors Total Number of Gifts Total Giving School of Optometry 2,665,357 Berkeley’s Endowment (IN THOUSANDS) (IN THOUSANDS) (IN MILLIONS) School of Public Health 16,258,610 (IN MILLIONS) School of Social Welfare 2,534,078 Student Affairs 19,249,844 UC Berkeley Foundation 1,241,540 Total $634,898,330 Berkeley’s endowment generated $156.4 million in payout to the campus in 2018–19. 4 5 Builders of Berkeley Builders of Berkeley PANEL 1 EDWARD TOMPKINS EDMOND | EDITH V. O’NEILL JAMES LICK ROSALIE M. STERN MICHAEL REESE GARRET W. | GENEVIEVE MCENERNEY HENRY DOUGLAS BACON ANDRE FRANCOIS POIRIER CORA JANE FLOOD VIRGINIA M. FORD PHOEBE APPERSON HEARST WILLIS LINN JEPSON DARIUS OGDEN MILLS SALLY M. SPENS-BLACK J. OGDEN MILLS CLARA CLEMENS SAMOSSOUD ELIZABETH JOSSELYN BOALT ALFRED | LILY A. HERTZ of WILLIAM RANDOLPH HEARST BEATRICE | LLOYD ROBBINS Builders Berkeley CHARLES FRANKLIN DOE FRANK S. MYERS HUBERT HOWE BANCROFT MARY S. | ADOLPH C. MILLER CLARENCE H. | MARIE E. MACKAY JAMES W. COFFROTH ANNIE MONTAGUE ALEXANDER RUSSELL S. SPRINGER M. THEODORE KEARNEY KATE I. LARTIGAU JENNIE D. THOMPSON MARGARET BOWEN SHEPARD JANE K. SATHER WALTER PERRY JOHNSON HENRY MILLER EARLE C. ANTHONY Since Berkeley’s founding in 1868, one group of friends has had an CARRIE M. JONES S. H. COWELL THE LEVI STRAUSS FAMILY JAMES K. | PAULINE FORE MOFFITT HORACE W. CARPENTIER SOPHIE D. BROWN especially profound impact on the growth, evolution, and preeminence of our university. ALBERT BONNHEIM MARGARET CREER ERNEST V. COWELL ALICE C. BAKER These leading benefactors, gratefully referred to as the Builders of Berkeley, are honored ABRAHAM ROSENBERG ELLIOTT H. WHEELER EDWARD FRANK KRAFT THE EDWARD A. DICKSON FAMILY on a granite monument in front of Doe Library at the heart of the campus. Unveiled in HANNAH N. HAVILAND ELISE S. | WALTER A. HAAS WILLIAM H. SMYTH CLARA HELLMAN HELLER GEORGE A. DOUGLASS BELLA ZELLERBACH CROSS 2003, the monument features the names of 880 exceptional donors today. JOHN D. ROCKEFELLER JR. ELLIOTT B. WHEELER A. P. GIANNINI EDWARD HELLMAN HELLER PHILIP E. | MARY BOWLES DENISON AYER JAMES SUTTON MARY | ALBERT P. LASKER With profound appreciation for the transformative influence the Builders of Berkeley have LILLIE HITCHCOCK COIT WALTER D. BRIGGS WILLIAM J. BYRNE THE ZELLERBACH FAMILY had on our campus, we are pleased to present the listing as it appears on the monument. AMELIA E. S. WILSON GRACE W. DRAKE EDWARD F. SEARLES COUNTESS FOLKE BERNADOTTE The newest Builders are on page 12, followed by some of their stories. JEAN CONRAD HIRAM EDWARD MANVILLE JR. JESSE D. CARR SEALE MONA F. GEE WILLIAM H. | ETHEL CROCKER GRACE EMILY FISH MARY J. L. MCDONALD HANS HOFMANN LAVERNE NOYES ALICE J. FARNO HERBERT H. | FLORENCE M. HUGHES FLORENCE M. LANKERSHIM LEOPOLD E. WRASSE RALPH W. CHURCH FRANKLIN K. LANE EDWIN W. PAULEY | MARY EMMA TURNER BARBARA MCHENRY PAULEY MAY T.